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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2022-12-15 |
| TX | RA | APPROVED_RES | 2022-12-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Penn Mutual Life Insurance | Horsham | PA | 04/2019 | 07/2022 |
| Optumrx | Westerville | OH | 06/2014 | 04/2019 |
| J.P. Morgan Securities Llc | Westerville | OH | 10/2022 | Present |
| Jpmorgan Chase Bank, N.A. | Westerville | OH | 10/2022 | Present |
| Murray Hill Marketing | Dallas | TX | 10/2021 | Present |
| 21St Century Financial | Columbus | OH | 03/2019 | 09/2022 |
Entity Name: Murray Hill Marketing Investment related: No "Address: 8390 Lyndon B Johnson Fwy #540, Dallas, TX 75243 Nature of the other business: Marketing Position/Title/Relationship: Employee/Contractor Start Date: 10/01/2021 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I provide opinions for marketing groups pertaining to products not yet in the market. No specific companies are identified. I do these focus groups very infrequently (0-4 times per year). I am a study participant, not an employee of the marketing group.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-08-27 |
| S63 | Uniform Securities Agent State Law Examination | 2019-12-11 |
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